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TCWIX: TIAA-CREF LIFECYCLE 2020 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.23 0.01(0.11%) May 01
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (68%) |
Start Date: | 01/19/2007 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.47% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/19/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 1.3 | 8.5 | 0.6 | 5.0 | 5.5 | 8.1 | 5.3 | 12.1 | -13.6 | 8.4 | 12.4 | 17.8 | -5.2 | 15.6 | 6.7 | 0.4 | 4.9 | 16.5 | 14.6 | -0.3 | 13.5 | 23.4 | -30.1 | 8.7 |
Sharpe Ratio | NA | 0.37 | 0.95 | -0.12 | 0.3 | 0.47 | NA | 0.36 | 1.22 | -1.34 | 0.52 | 0.78 | 2.89 | -0.82 | 3.84 | 0.77 | 0.04 | 0.69 | 2.18 | 1.65 | -0.02 | 1.06 | 1.26 | -1.1 | 0.56 |
Draw Down(%) | NA | 3.2 | 6.4 | 25.1 | 25.1 | 25.1 | NA | 44.1 | 6.4 | 18.1 | 10.4 | 20.3 | 2.6 | 11.0 | 1.1 | 7.2 | 8.2 | 5.4 | 6.2 | 7.5 | 14.7 | 10.1 | 19.4 | 40.4 | 7.9 |
Standard Deviation(%) | NA | 6.0 | 6.2 | 11.8 | 11.8 | 9.8 | NA | 12.7 | 6.4 | 11.2 | 16.1 | 15.4 | 5.7 | 7.9 | 3.9 | 8.3 | 8.6 | 7.0 | 7.6 | 8.9 | 15.7 | 12.6 | 18.5 | 28.2 | 11.1 |
Treynor Ratio | NA | 0.02 | 0.07 | -0.01 | 0.25 | 0.25 | NA | 0.11 | 0.09 | -0.19 | 0.83 | 0.31 | 7.13 | -0.39 | 0.15 | 0.06 | 0.0 | 0.05 | 0.16 | 0.14 | 0.0 | 0.13 | 0.24 | -0.31 | 0.07 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.0 | -0.03 | 0.03 | 0.03 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 |
Beta | NA | 1.02 | 0.91 | 1.0 | 0.14 | 0.19 | NA | 0.43 | 0.89 | 0.81 | 0.1 | 0.39 | 0.02 | 0.17 | 1.01 | 1.02 | 1.01 | 1.07 | 1.05 | 1.07 | 1.03 | 1.02 | 0.97 | 1.0 | 0.94 |
RSquared | NA | 0.95 | 0.81 | 0.48 | 0.11 | 0.15 | NA | 0.4 | 0.81 | 0.78 | 0.02 | 0.39 | 0.04 | 0.21 | 0.88 | 0.98 | 0.98 | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 0.93 |
Yield(%) | N/A | 0.0 | 3.7 | 6.2 | 6.6 | 6.4 | 8.5 | N/A | 3.9 | 6.3 | 10.3 | 7.0 | 5.3 | 7.6 | 6.5 | 6.7 | 7.6 | 7.5 | 7.5 | 5.8 | 4.8 | 3.0 | 2.6 | 2.3 | 4.3 |
Dividend Growth(%) | N/A | -100.0 | -50.0 | 5.0 | -8.9 | N/A | N/A | N/A | -50.0 | -40.0 | 52.8 | 50.0 | -39.2 | 27.4 | -1.6 | -19.2 | -1.3 | 6.8 | 42.3 | 15.6 | 73.1 | 36.8 | -20.8 | -44.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
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